Once you select Take Payment → Virtual Terminal, the Virtual Terminal screen opens. Here's a complete map of every section and control on the page.
Top Bar
The top bar runs across the full width of the screen and contains:
✕ (top-left) — Closes the Virtual Terminal and returns you to the Take Payment options.
Settings gear icon ⚙ — Opens the Virtual Terminal Settings page directly from within the transaction flow.
Running total (center) — Shows the current transaction total in real time (e.g. $0.00, $108.83) as you add amounts, discounts, and charges.
Business name — Displayed below the total, confirming which business/location the transaction is being processed under.
Create Order — Saves the transaction as an order without charging immediately.
Reset — Clears the current transaction back to zero.
Charge — Processes the payment. Active only when a valid amount and payment method are set.
Transaction Details
The main body of the form where you build the transaction:
Amount — Enter the dollar amount to charge. This is the core field for a quick charge.
Add discount — Opens the Apply Discount modal to select a preset discount.
Subtotal — Displays the amount after discounts.
Add shipping fee or service charge — Opens the Apply Service Charge modal.
Tax (7.75%) — Displays the tax applied. Click to modify which tax rates are active for this transaction.
Add tip — Opens the tip selection modal.
Total — The final charge amount including all additions.
Reference — An optional internal reference number or job code.
Notes — Free-text notes for this transaction.
Payment Details
Where you assign a customer and choose how to collect payment:
Customer — Search for and assign an existing customer, or leave blank for a guest transaction.
Split Payment button — Splits the transaction across multiple payment methods, become available only after you've entered an amount to be charged.
Payment method options (each expands or opens its own flow): Manually enter card, Terminal, Record cash payment, Record other payment, Send payment link, ACH
Fulfillment Details
Optional section at the bottom of the form:
Add Pickup — Opens the Pickup Details panel to set a pickup name, date, and time for the order.
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.